BURL icon

Burlington
BURL

Overview Fund Activity

422 hedge funds and large institutions have $10.7B invested in Burlington in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-14
Holders Change %
-3.21%
% of All Funds
6.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
55
Increased
145
Reduced
158
Closed
66
Calls
$230M
Puts
$298M
Net Calls
-$68.2M
Net Calls Change
-$51.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Holocene Advisors
2
Holocene Advisors
New York
$78.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$159M
5
WHCM
5
Wolf Hill Capital Management
Connecticut
$74.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$393M
3
SAM
3
Scopus Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Parnassus Investments
5
Parnassus Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Cinctive Capital Management
New York
$866K -$3.17M -20,115 -79%
PAM
227
Panagora Asset Management
Massachusetts
$865K – – –
JFG
228
Jefferies Financial Group
New York
$853K +$853K +5,422 New
AAM
229
Advisors Asset Management
Colorado
$851K -$255K -1,622 -23%
E
230
Ergoteles
New York
$851K +$851K +5,408 New
V
231
ViaWealth
Kansas
$794K -$315K -2,000 -28%
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$788K – – –
SC
233
Sepio Capital
Utah
$787K -$19.7K -125 -2%
TCM
234
Tributary Capital Management
Nebraska
$787K +$21.4K +136 +3%
M&T Bank
235
M&T Bank
New York
$778K -$49.3K -313 -6%
MSRPS
236
Maryland State Retirement & Pension System
Maryland
$776K -$32K -203 -4%
Daiwa Securities Group
237
Daiwa Securities Group
Japan
$776K -$6.77K -43 -0.9%
II
238
Inspire Investing
Idaho
$772K +$198K +1,258 +34%
PFO
239
Pathstone Family Office
New Jersey
$763K +$13.8K +88 +2%
Vontobel Holding
240
Vontobel Holding
Switzerland
$756K +$572K +3,634 +311%
JF
241
Jump Financial
Illinois
$724K +$724K +4,600 New
Osaic Holdings
242
Osaic Holdings
Arizona
$717K +$40.9K +260 +6%
BS
243
Bessemer Securities
New York
$709K -$531K -3,376 -43%
NYLIM
244
New York Life Investment Management
New York
$704K +$473K +3,004 +205%
IIM
245
INTECH Investment Management
Florida
$697K +$129K +818 +23%
FB
246
Fulton Bank
Pennsylvania
$687K -$36.8K -234 -5%
JPMPWA
247
J.P. Morgan Private Wealth Advisors
California
$648K -$171K -1,087 -21%
CB
248
Commerce Bank
Missouri
$638K +$1.42K +9 +0.2%
Nordea Investment Management
249
Nordea Investment Management
Sweden
$637K – – –
MIM
250
MetLife Investment Management
New Jersey
$625K +$31K +197 +5%
8 9
10
11 12